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    Thunder Tiger eyes LUCAS market with low-cost loitering drone
    1min ago
    Yageo posts 40% YoY profit rise in 1Q26, driven by AI demand, price hikes
    5min ago
    China smartphone market shifts to premium, Huawei and Apple lead in 1Q26
    6min ago
    TSMC guides over 15% 2Q26 revenue growth, N3 margins set to top average
    8min ago
    Taiwan analog IC firms show varied 1Q26 revenue; motor control and DDR5 PMIC drive growth
    11min ago
    MCU demand pull-in lifts first-quarter sales, inflation risk clouds outlook
    21min ago
    Global Expansion of 2.5D/3D Packaging: Strategic Moves in the US, Asia, and Beyond
    22min ago
    EZconn posts 200% profit surge in March as high-fiber count shipments boost growth
    27min ago
    China tightens rules against foreign supply chain decoupling
    37min ago
    NEWS TAGGED CHIPS + COMPONENTS
    Wednesday 25 February 2026
    US says no H200s were cleared for China since Trump's go-ahead
    Nvidia's high-performance GPUs sit at the heart of the US-China AI chip standoff — and Washington's export controls mean every policy shift lands directly on its order book....
    Wednesday 25 February 2026
    Intel taps SambaNova for AI inference push via partnership and minority stake
    Intel has opted for a multi-year collaboration and minority investment in SambaNova Systems rather than a full acquisition, signaling a more capital-disciplined approach as it seeks...
    Wednesday 25 February 2026
    TI posts rare first-quarter growth driven by turn orders and data center momentum
    Texas Instruments (TI) has provided a revenue guidance range of US$4.32 billion to US$4.68 billion for the first quarter of 2026. This outlook reflects significantly stronger seasonality...
    Wednesday 25 February 2026
    ASE accelerates panel-level packaging push with fully automated 310mm line by 2026
    AI and high-performance computing chip demand continue to expand, keeping TSMC's CoWoS capacity tight into 2026. The supply constraint is pushing Taiwan's major OSAT providers, including...
    Wednesday 25 February 2026
    Texas Instruments posts mixed fourth-quarter 2025 results as data center strength offsets consumer weakness
    Texas Instruments reported mixed results for the fourth quarter of 2025, with year-on-year growth supported by industrial and data center demand but sequential declines across most...
    Wednesday 25 February 2026
    Microsoft and Qualcomm welcome Nvidia to competition as new PC chip approaches launch
    Widespread speculation surrounds Nvidia CEO Jensen Huang's previously teased chips set to be revealed at the March 2026 GTC conference. Among the most discussed possibilities are the...
    Wednesday 25 February 2026
    TI capex to fall as six-year investment cycle winds down, Sherman fab ramp ahead schedule
    Texas Instruments is approaching the end of a six-year capex expansion after spending US$4.6 billion in 2025, and plans to cut 2026 investment to US$2 billion–US$3 billion as...
    Wednesday 25 February 2026
    Apple's budget MacBook set for March debut as component costs increase
    Apple is expected to hold a product launch event in March 2026, with a budget MacBook anticipated to take center stage. Supply chain sources indicate volume shipments are projected...
    Wednesday 25 February 2026
    China AI server buildout strains optical module, MLCC capacity
    China's AI data center supply chain gained renewed focus after the Lunar New Year holiday, as optical module and MLCC suppliers pointed to sustained demand from hyperscale infrastructure...
    Wednesday 25 February 2026
    Elon Musk recruits South Korean chip talent as HBM sparks global war
    Tesla CEO Elon Musk has amplified recruitment of South Korean semiconductor talent via social media, deepening competition for engineers as global tech firms increasingly target the...
    Wednesday 25 February 2026
    Exclusive: Inside Apple’s China entanglement, with ‘Apple in China’ author Patrick McGee

    In an interview with DIGITIMES, Patrick McGee, author of 'Apple in China,' joined DIGITIMES vice president Eric Huang in dissecting the...

    Tuesday 24 February 2026
    A three-nation chip pact takes shape: Japan’s capital, Taiwan’s know-how, India’s talent
    What if the next pillar of the global semiconductor industry isn't built in one country — but three?
    Tuesday 24 February 2026
    Chart: Small specialists outrun giants in Taiwan's semiconductor materials market

    Following the February 10th disclosure deadline for Taiwan-listed companies, the January 2026 revenue reports for the semiconductor materials sector...

    Tuesday 24 February 2026
    CMAT sees order visibility extending two quarters ahead as test interface structural precision upgrades
    The rapid development of AI and high-performance computing (HPC) chips is providing long-term demand support for the semiconductor advanced testing interface supply chain, driving...
    Tuesday 24 February 2026
    OpenAI agreement boosts Cerebras’ renewed IPO push
    Cerebras Systems has confidentially filed for a US initial public offering for a second time, as the AI chip designer seeks to capitalize on surging demand for high-performance computing...
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    biz
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    marketing
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook